Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

115 institutional holders +29 vs Q3 2024
3,972,5504.0m shares reported held*
$170.3mreported value*
27 new 34 added 31 reduced 6 sold out net bought ≈ $40.8m (+952.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($613.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.88.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 89Q4 22: 86Q1 23: 87Q2 23: 82Q3 23: 80Q4 23: 89Q1 24: 83Q2 24: 86Q3 24: 86Q4 24: 115115Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382
Q3 202380
Q4 202389
Q1 202483
Q2 202486
Q3 202486
Q4 2024115

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 23: 29 bought or addedQ1 23: 48 cut or sold outQ2 23: 16 bought or addedQ2 23: 53 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 47 cut or sold outQ4 23: 38 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 47 cut or sold outQ2 24: 15 bought or addedQ2 24: 59 cut or sold outQ2 24Q3 24: 23 bought or addedQ3 24: 49 cut or sold outQ4 24: 61 bought or addedQ4 24: 37 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232948
Q2 20231653
Q3 20231747
Q4 20233839
Q1 20242047
Q2 20241559
Q3 20242349
Q4 20246137

Biggest buyers

OPPENHEIMER & CO INC New +493,441+493.4k
CWM, LLC Added +80,441+80.4k
OSAIC HOLDINGS, INC. Added +61,654+61.7k
RiverTree Advisors, LLC New +57,938+57.9k
Janney Montgomery Scott LLC Added +41,581+41.6k
Kestra Advisory Services, LLC Added +40,689+40.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +34,737+34.7k
Spire Wealth Management Added +32,172+32.2k
Castleview Partners, LLC New +30,565+30.6k
Atria Wealth Solutions, Inc. Added +28,983+29.0k

Biggest sellers

BRASS TAX WEALTH MANAGEMENT, INC Reduced -108,784-108.8k
JANE STREET GROUP, LLC Reduced -32,861-32.9k
CITADEL ADVISORS LLC Sold out -26,257-26.3k
Clear Creek Financial Management, LLC Reduced -21,988-22.0k
REAP Financial Group, LLC Reduced -20,019-20.0k
BANK OF MONTREAL /CAN/ Sold out -16,200-16.2k
OLD MISSION CAPITAL LLC Reduced -14,398-14.4k
Cetera Investment Advisers Reduced -14,034-14.0k
Rockefeller Capital Management L.P. Sold out -10,032-10.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,846-8.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +3.5 pts · filed 2026-10-22 44.2% +3.5 pts 3.4m≈ $174.1m 2026-10-22

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OPPENHEIMER & CO INC 0.32% of their portfolio NEW YORK, NY 493,441493.4k $21.2m $21.2m 0.32% New
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 274,644274.6k $11.8m $11.8m 0.02% Added +23.9k +23,880
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.38% of their portfolio WILLIAMSVILLE, NY 174,860174.9k $7.5m $7.5m 2.38% Added +12.0k +11,953
4 Bison Wealth, LLC 0.81% of their portfolio ATLANTA, GA 154,564154.6k $6.6m $6.6m 0.81% First filing
5 REAP Financial Group, LLC 1.63% of their portfolio AUSTIN, TX 153,524153.5k $6.6m $6.6m 1.63% Reduced -20.0k -20,019
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 146,046146.0k $6.3m $6.3m 0.01% Added +61.7k +61,654
7 CWM, LLC 0.03% of their portfolio OMAHA, NE 145,797145.8k $6.2m $6.2m 0.03% Added +80.4k +80,441
8 WINNACLE WEALTH LLC 5.97% of their portfolio WACO, TX 140,621140.6k $6.0m $6.0m 5.97% First filing
9 IFP Advisors, Inc 0.18% of their portfolio TAMPA, FL 126,214126.2k $5.4m $5.4m 0.18% Added +1.0k +1,025
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 114,875114.9k $4.9m $4.9m 0.03% Added +40.7k +40,689
11 BRASS TAX WEALTH MANAGEMENT, INC 0.98% of their portfolio CINCINNATI, OH 108,744108.7k $4.7m $4.7m 0.98% Reduced -108.8k -108,784
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 82,29882.3k $3.5m $3.5m 0.01% Reduced -14.0k -14,034
13 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 81,08981.1k $3.5m $3.5m 0.10% Reduced -3.1k -3,055
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 67,35767.4k $2.9m $2.9m 0.00% Added +12.8k +12,825
15 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 65,95866.0k $2.8m $2.8m 0.09% Added +32.2k +32,172
16 Tanglewood Legacy Advisors, LLC 1.20% of their portfolio HOUSTON, TX 65,40265.4k $2.8m $2.8m 1.20% Added +8.8k +8,793
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 63,26563.3k $2.7m $2.7m 0.00% First filing
18 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 61,74761.7k $2.7m $2.7m 0.08% Reduced -216 -216
19 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 60,61060.6k $2.6m $2.6m 0.05% Reduced -2.7k -2,674
20 RiverTree Advisors, LLC 1.63% of their portfolio WINTER PARK, FL 57,93857.9k $2.5m $2.5m 1.63% New
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 57,77757.8k $2.5m $2.5m 0.00% Reduced -8.8k -8,846
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 50,25850.3k $2.2m $2.2m 0.01% Added +41.6k +41,581
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,38849.4k $2.1m $2.1m 0.01% Added +5.7k +5,669
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,21249.2k $2.1m $2.1m 0.00% Added +6.6k +6,644
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,63047.6k $2.0m $2.0m 0.00% Added +946 +946
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,60645.6k $2.0m $2.0m 0.00% Added +34.7k +34,737
27 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 40,65540.7k $1.7m $1.7m 0.02% Added +10.3k +10,267
28 Echo Wealth Management, LLC 1.18% of their portfolio PLYMOUTH, MN 39,79439.8k $1.7m $1.7m 1.18% Reduced -1.1k -1,145
29 Signal Advisors Wealth, LLC 0.18% of their portfolio DETROIT, MI 36,66136.7k $1.6m $1.6m 0.18% Added +26.2k +26,199
30 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 35,77835.8k $1.5m $1.5m 0.02% Added +29.0k +28,983
31 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 35,42635.4k $1.5m $1.5m 0.01% Added +15.6k +15,552
32 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 35,14735.1k $1.5m $1.5m 0.13% Reduced -2.4k -2,393
33 Nova Wealth Management, Inc. 1.26% of their portfolio BONITA SPRINGS, FL 33,83033.8k $1.5m $1.5m 1.26% First filing
34 Castleview Partners, LLC 0.70% of their portfolio DALLAS, TX 30,56530.6k $1.3m $1.3m 0.70% New
35 Keystone Wealth Services, LLC 0.34% of their portfolio PALM DESERT, CA 30,04930.0k $1.3m $1.3m 0.34% Reduced -4.7k -4,740
36 Wood Tarver Financial Group, LLC 0.38% of their portfolio BOISE, ID 26,74526.7k $1.1m $1.1m 0.38% First filing
37 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 24,90824.9k $1.1m $1.1m 0.24% Added +1.3k +1,272
38 Spectrum Asset Management, Inc. (NB/CA) 0.48% of their portfolio NEWPORT BEACH, CA 24,80024.8k $1.1m $1.1m 0.48% New
39 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,16823.2k $993.1k $993.1k 0.01% Reduced -306 -306
40 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,53522.5k $966.0k $966.0k 0.06% Reduced -950 -950
41 Foguth Wealth Management, LLC. 0.25% of their portfolio BRIGHTON, MI 21,92321.9k $958.5k $958.5k 0.25% New
42 Sage Capital Advisors,llc 0.23% of their portfolio SIOUX FALLS, SD 21,03221.0k $901.6k $901.6k 0.23% Reduced -575 -575
43 HICKORY ASSET MANAGEMENT, INC. 0.74% of their portfolio Concord, OH 20,21520.2k $866.5k $866.5k 0.74% First filing
44 Grantvest Financial Group LLC 0.96% of their portfolio MATAWAN, NJ 20,09420.1k $861.4k $861.4k 0.96% First filing
45 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 19,84519.8k $850.7k $850.7k 0.03% Reduced -225 -225
46 WORLD EQUITY GROUP, INC. 0.18% of their portfolio SCHAUMBURG, IL 19,62919.6k $841.4k $841.4k 0.18% Reduced -513 -513
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,12418.1k $776.9k $776.9k 0.00% New
48 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 16,63516.6k $713.0k $713.0k 0.04% Unchanged
49 Lakeridge Wealth Management LLC 0.37% of their portfolio MENTOR, OH 16,48616.5k $706.7k $706.7k 0.37% Unchanged
50 LifeWealth Investments, LLC 0.46% of their portfolio WINTER GARDEN, FL 16,24216.2k $696.2k $696.2k 0.46% First filing
51 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 15,93915.9k $683.2k $683.2k 0.00% New
52 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 15,54615.5k $666.4k $666.4k 0.01% Reduced -200 -200
53 LVZ, Inc. 0.08% of their portfolio Holland, MI 14,66814.7k $628.8k $628.8k 0.08% Added +3.4k +3,448
54 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 14,51314.5k $622.1k $622.1k 0.06% Added +6.9k +6,947
55 UPTICK PARTNERS, LLC 0.22% of their portfolio NACOGDOCHES, TX 14,42914.4k $618.5k $618.5k 0.22% New
56 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 14,31014.3k $613.5k $613.5k 0.02% Added +6.7k +6,744
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,30014.3k $613.0k $613.0k 0.01% Added +8.9k +8,900
58 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 13,36013.4k $572.7k $572.7k 0.06% Reduced -608 -608
59 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 12,38512.4k $530.9k $530.9k 0.01% New
60 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 12,38512.4k $530.9k $530.9k 0.01% New
61 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 11,63211.6k $498.6k $498.6k 0.05% Reduced -22.0k -21,988
62 ARBOR CAPITAL MANAGEMENT INC /ADV 0.50% of their portfolio ANCHORAGE, AK 11,60111.6k $505.6k $505.6k 0.50% New
63 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,96411.0k $478.8k $478.8k 0.00% Added +5.2k +5,194
64 MTM Investment Management, LLC 0.18% of their portfolio SPARTANBURG, SC 10,89510.9k $467.0k $467.0k 0.18% Added +8.8k +8,800
65 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,64310.6k $456.2k $456.2k 0.02% Added +322 +322
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,31110.3k $442.0k $442.0k 0.00% Reduced -8.0k -7,959
67 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,05510.1k $431.0k $431.0k 0.02% New
68 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 9,2089.2k $394.7k $394.7k 0.02% Added +3.7k +3,667
69 Integrity Financial Corp /WA 0.22% of their portfolio JACKSON, WY 8,7408.7k $374.7k $374.7k 0.22% Added +2.0k +1,997
70 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,7008.7k $373.0k $373.0k 0.01% Unchanged
71 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,8407.8k $336.1k $336.1k 0.00% Unchanged
72 Advyzon Investment Management, LLC 0.13% of their portfolio LISLE, IL 7,7187.7k $330.8k $330.8k 0.13% First filing
73 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,6707.7k $328.8k $328.8k 0.02% New
74 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,6587.7k $328.3k $328.3k 0.02% New
75 DEBUSSY CAPITAL MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 7,3157.3k $317.6k $317.6k 0.05% Unchanged
76 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,8966.9k $295.6k $295.6k 0.02% New
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,8756.9k $294.7k $294.7k 0.00% Unchanged
78 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 6,6166.6k $284.4k $284.4k 0.01% New
79 Legacy Capital Wealth Partners, LLC 0.07% of their portfolio LITTLE ROCK, AR 6,5786.6k $282.0k $282.0k 0.07% New
80 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 6,5576.6k $281.1k $281.1k 0.02% New
81 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,4056.4k $274.6k $274.6k 0.00% Reduced -32.9k -32,861
82 Bluespring Wealth Management, LLC 0.03% of their portfolio AUSTIN, TX 6,3106.3k $270.5k $270.5k 0.03% Reduced -3.6k -3,618
83 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,1676.2k $264.3k $264.3k 0.00% Unchanged
84 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,1096.1k $261.9k $261.9k 0.01% Reduced -14.4k -14,398
85 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1006.1k $261.0k $261.0k 0.00% Reduced -171 -171
86 Financial Network Wealth Advisors LLC 0.49% of their portfolio MURRAY, UT 6,1006.1k $261.5k $261.5k 0.49% Reduced -3.3k -3,299
87 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,6335.6k $241.5k $241.5k 0.00% Added +3.0k +2,997
88 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,4265.4k $232.6k $232.6k 0.01% New
89 Icon Wealth Advisors, LLC 0.02% of their portfolio HOUSTON, TX 5,4145.4k $232.1k $232.1k 0.02% Reduced -6.0k -6,028
90 Oder Investment Management, LLC 0.19% of their portfolio WOODLAND HILLS, CA 5,3185.3k $228.0k $228.0k 0.19% Reduced -336 -336
91 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,2645.3k $225.7k $225.7k 0.03% New
92 CASCADE INVESTMENT GROUP, INC. 0.15% of their portfolio Colorado Springs, CO 4,9685.0k $213.0k $213.0k 0.15% New
93 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 4,9154.9k $210.7k $210.7k 0.04% Added +104 +104
94 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,2803.3k $140.6k $140.6k 0.03% Added +2.1k +2,129
95 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 3,0763.1k $131.9k $131.9k 0.00% Unchanged
96 Topsail Wealth Management, LLC 0.03% of their portfolio CHARLOTTE, NC 2,9753.0k $127.5k $127.5k 0.03% First filing
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6502.6k $113.6k $113.6k 0.00% Added +1.5k +1,500
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,3952.4k $104.5k $104.5k 0.01% Reduced -86 -86
99 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0002.0k $86.0k $86.0k 0.00% New
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7651.8k $77.0k $77.0k 0.00% Unchanged